Private Lending Operations Assistant
Pear Tree.
full-time
Posted on:
Location Type: Remote
Location: Philippines
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About the role
- Support the private lending team through deal management and broker communication
- Maintain and update the deal pipeline spreadsheet
- Record and track brokers, borrowers, loan amounts, and current deal status
- Call brokers and clients to follow up on loan enquiries
- Track loan maturity dates and contact brokers about repayment plans
- Ensure deals move efficiently through enquiry to settlement
- Monitor competitors and provide brief updates to management
- Help maintain company social media presence
Requirements
- Strong organisation and attention to detail
- Comfortable speaking with brokers and clients by phone
- Strong Excel or spreadsheet skills
- Ability to manage multiple deals simultaneously
- Proactive and able to follow up without supervision
- Experience in mortgage broking, private lending, or property finance
- Understanding of:
- - LVR
- - loan security
- - refinancing
- - Property transactions
- CRM or pipeline management experience
- Highly proactive and organised
- Strong communication skills
- Able to work in a fast-paced lending environment
- Professional when dealing with brokers and clients
- Problem-solver who takes initiative
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Excelspreadsheet managementdeal managementbroker communicationloan trackingpipeline managementproperty transactionsrefinancingloan securityLVR
Soft Skills
organisationattention to detailcommunicationproactivityproblem-solvinginitiativeability to manage multiple dealsprofessionalismability to work in fast-paced environmentfollow-up skills